A Salary Type
holds the details of a type of payroll run – for example, monthly or
weekly payroll.
Salary Types are
used as part of the Payroll Interface process to export payroll data
from Optimum to your payroll software.
Each employee who
is to have their payroll data exported must be assigned a Salary
Type in the Employee Maintenance screen. This can be done once the
Salary Types have been set up.
The Last Run
Date field is populated automatically when a file is exported.
There is no limit
to the number of exception codes that can be sent up.
How do I create a new
salary type?
-
Select Salary Types from the menu.
-
Click New.
-
Enter a
unique code for the salary type. This can be up to 6 characters,
and can include letters and numbers.
-
Enter a
description for the salary type. This can be up to 30 characters.
-
From the drop-down list in the Export
File field, select the file layout that the salary should be
exported to. These layouts are defined on the
Interface Layouts
Maintenance screen.
-
Enter a value for the Number of Periods.
For a monthly payroll, this will be 1. For a fortnightly
payroll, this will be 2.
-
If you are creating a weekly salary, tick
the Weekly box. Otherwise, leave this blank.
-
Tick Transfer Adjustments if you want to include
adjustments made for previous periods in the current period.
-
Tick Transfer Leave if you want to transfer any
leave/absence details.
-
Enter the minimum Authorisation Level required to allow
data to be transferred.
-
If you want the transfer to be made regardless of whether the
minimum level of authorisation has been reached, tick
Transfer Anyway.
-
Enter the number of days after the end of the pay period before
the payroll interface can be run in Cut Off Days.
-
Enter the number of seconds in Transfer Time before which
the payroll interface cannot be run if on the maximum cut off
day.
-
Click Save.
How do I edit an
salary type?
The code associated with a salary type
cannot be changed. The other values can:
-
Select Salary Types from the menu.
-
On the left hand side of the screen, select
the salary type to be edited.
-
Make the necessary changes to the values.
-
Click
Save.
How do I delete an existing
salary type?
-
Select Salary Types from the menu.
-
On the left hand side of the screen, select
the exception code to be deleted.
-
Click Delete.
-
You are asked to
confirm that you want to delete the category. Click Yes
if you want to continue with the deletion. Otherwise, click
No.
